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Compare DGVA vs. IVV
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the Dimensional Global Value Trust - Active ETF (DGVA) and the iShares S&P 500 ETF (IVV). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DGVA | IVV | |
|---|---|---|
Popularity | Low | High |
Pearlers invested | 5 | 22,578 |
Median incremental investment | $6,243.50 | $993.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $3,074.50 | $2,946.76 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
DGVA | IVV | |
|---|---|---|
Strategy | DGVA.AX was created on 1999-08-27 by Dimensional. The fund's investment portfolio concentrates primarily on large cap equity. The investment objective of the Trust is to provide long-term capital growth by gaining exposure to a diversified portfolio of large Value Companies associated with approved developed markets (excluding Australia). | iShares S&P 500 ETF (ASX: IVV) seeks to track the performance of the US S&P 500 index before account fees, expenses, and taxes. The index tracks the top 500 companies on the US stock market. |
Top 3 holdings | JPMorgan Chase & Co (3.04 %) Micron Technology Inc (2.79 %) Exxon Mobil Corp (2.25 %) | ISHARES CORE S&P ETF TRUST (99.97 %) AUD CASH (0.08 %) USD/AUD (0.00 %) |
Top 3 industries | Financials (24.31 %) Health Care (22.85 %) Energy (22.16 %) | Other (99.97 %) Communication Services (0.00 %) |
Top 3 countries | United States (69.68 %) Japan (6.36 %) United Kingdom of Great Britain and Northern Ireland (4.08 %) | United States (99.47 %) Switzerland (0.25 %) China (0.12 %) |
Management fee | 0 % | 0.04 % |
Key Summary
DGVA | IVV | |
|---|---|---|
Issuer | Dimensional | iShares |
Tracking index | S&P 500 | |
Asset class | ETF | ETF |
Management fee | 0 % | 0.04 % |
Price | $27.90 | $64.52 |
Size | N/A | $12.680 billion |
10Y return | N/A | 254.72 % |
Annual distribution yield (5Y) | 3.09 % | 1.22 % |
Market | ASX | ASX |
First listed date | 18/08/2024 | 10/10/2007 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DGVA | IVV | |
|---|---|---|
Popularity | Low | High |
Pearlers invested | 5 | 22,578 |
Median incremental investment | $6,243.50 | $993.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $3,074.50 | $2,946.76 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
DGVA | IVV | |
|---|---|---|
Pros |
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Cons |
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DGVA | IVV |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |